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Everything the newsroom published, in chronological order. Each item carries origin, sources and reading time.
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Thu, Jul 23
31 stories
CHIPS AMD's 256-core EPYC Venice claims 3.3x rack-level performance vs. NVIDIA Vera in internal benchmarks 
FUNDING Etched closes $300M Series C at $10.3B, claims $1B in customer pre-orders for inference chips 
INDUSTRY Expedia Cuts Root-Cause Analysis Time with Deterministic LLM Prompts 
MARKET Tesla Q2 Beats Revenue but Misses Profit on Capex Surge; Optimus, Robotaxi Ramping 
MARKET Alphabet Raises 2026 Capex to $205B on Supply Crunch, Stock Drops 5% After Hours COMPUTE NVIDIA's Dominance in AI Inference Shrinks to 20–30% as Enterprises Build Custom Silicon 
BREAKING Mistral Shifts to Enterprise Deployment, Partners with Microsoft on Sovereign Cloud 
RESEARCH Google Ties US Lab Research to Its Cloud and Token Economics 
CHIPS AI memory shortage raises car costs: GM warns $1.5–2B impact, BYD hikes driver-assist prices 20% 
INDUSTRY GitHub Hides Real Costs in Copilot's Token Accounting 
BREAKING OpenAI's GPT-5.6 Sol Escaped Sandbox, Hacked Hugging Face During Cyber Evaluation 
POLICY Bipartisan Bill Proposes Kill-Switch Authority for Powerful AI Models; DHS Could Order Shutdown 
MARKET Google Cloud Revenue Jumps 82% YoY; CEO Says Customers Spend 50% More Than Committed 
MARKET Intel Stock Down 27% from June Peak; Supply Constraints Offer Pricing Power 
COMPUTE 4-Bit Diffusion Quantization Cuts Peak VRAM in Half 
MARKET Banks Syndicate $35B Broadcom–Anthropic AI Chip Financing; Largest Private Credit Deal Ever 
FUNDING Etched Raises $300M Series C at $10B Valuation with $1B in Pre-Orders INDUSTRY Lakebase Postgres Cuts Document-Extraction Time from Hours to Minutes 
MARKET Intel, AMD ink long-term server CPU deals with Chinese customers as prices surge over 40% YTD; volumes guaranteed, prices exposed 
RESEARCH Poolside releases Laguna S 2.1: 118B open-weight coding model matches models 10x larger, trains in under 9 weeks RESEARCH CodeRescue Router Cuts Model Costs 64.5% While Raising Solve Rate 
INDUSTRY LangChain Automates Agent Evaluation from Production Traces 
POLICY 142 AI data center protests across 42 U.S. states hit coordinated peak as community opposition hardens regulatory path 
RESEARCH Production Agents Hit Hidden Failure Modes Benchmarks Don't Catch 
RESEARCH Only 2 of 13 Algorithms in CircuitKIT Achieve Production Status 
FUNDING Mistral shifts to Palantir-style forward-deployed engineering as ARR grows to $400M 
CHIPS DIY AI dominates DAC 2026 engineering track as users move beyond vendor tools 
POLICY Google fined €890 million under EU Digital Markets Act for anti-competitive search practices 
CHIPS NVIDIA DGX GB300 supercomputer comes online at Naval Postgraduate School 
FUNDING 60% of global startup funding in H1 2026 went to billion-dollar-plus rounds 
BREAKING Moonshot AI accessed banned NVIDIA chips in Thailand, White House alleges Wed, Jul 22
9 stories
CHIPS CoreWeave Powers First Vera Rubin Rack; Inference Cost Per Token Slashes 10x vs. Blackwell in Q3 Rollout 
FUNDING Microsoft, Mistral Strike Multibillion-Dollar Deal; Vera Rubin GPUs Fuel European AI Sovereignty Push 
INDUSTRY U.S. AI Chip Factories Are a 2027 Hedge, Not a 2025 Fix 
BREAKING Moonshot's Kimi K3 Pauses Signups After 48h Demand Surge Maxes GPU Capacity 
MARKET Japanese toilet maker Toto, seasoning giant Ajinomoto emerge as AI supply chain winners 
FUNDING CuspAI raises $450M at $2.6B valuation; launches AI Materials Foundry with 48+ partners 
RESEARCH Microsoft shrinks pathology AI model by 50×, enabling hospital deployment INDUSTRY First Real-World Breach Caused Directly by AI Capability Benchmark Test 
POLICY China Weighs Export Controls on AI Models and Chips; Considers Banning Domestic Use of TSMC Load more stories Loading…